Morton Brown Family Wealth’s Braze BRZE Stock Holding History

Morton Brown Family Wealth’s Portfolio BRZE Stock Details BRZE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-13	Closed	–	–	170
2022 Q3	$0	Buy	+13	New	+$549	﹤0.01%	221

Other funds holding BRZE

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

BMC

Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return

MCAV

Meritech Capital Associates V Palo Alto, California $141M AUM 15.44% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OPFM

Optimus Prime Fund Management Grand Cayman, Cayman Islands $1.04B AUM 9.64% 1-Year Est. Return

Morton Brown Family Wealth's BRZE Position: Q4 2022 in Review

Morton Brown Family Wealth sold out of Braze (BRZE) in Q4 2022, closing a stake of 13 shares.

Morton Brown Family Wealth first reported a position in BRZE in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 95 funds tracked by Wall St. Rank hold BRZE as of Q4 2022.

Morton Brown Family Wealth reported no remaining Braze position as of Q4 2022 after selling out during the quarter.
Morton Brown Family Wealth sold 13 Braze shares in Q4 2022.
Morton Brown Family Wealth first reported a position in Braze in Q3 2022 and held it in 1 quarter.
Morton Brown Family Wealth's Braze position peaked at $0 in Q3 2022.
95 funds tracked by Wall St. Rank held Braze as of Q4 2022.

Based on Morton Brown Family Wealth's 13F filing for Q4 2022, filed 2 Feb 2023.